AI

Ariel Investments Portfolio holdings

AUM $8.82B
1-Year Est. Return 15.45%
This Quarter Est. Return
1 Year Est. Return
+15.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.18B
AUM Growth
-$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$65.6M
2
+$31.1M
3
+$27.9M
4
GILD icon
Gilead Sciences
GILD
+$20M
5
GSK icon
GSK
GSK
+$17.5M

Top Sells

1
+$90.5M
2
+$63M
3
+$56M
4
HSP
HOSPIRA INC
HSP
+$51.2M
5
IPG icon
Interpublic Group of Companies
IPG
+$31.1M

Sector Composition

1 Financials 22.95%
2 Industrials 15.95%
3 Healthcare 12.05%
4 Communication Services 10.95%
5 Consumer Discretionary 9.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$4.56M 0.06%
105,662
-3,918
152
$4.43M 0.05%
112,763
153
$4.37M 0.05%
+29,162
154
$4.23M 0.05%
112,815
-45
155
$4.16M 0.05%
718,425
+362,279
156
$4.11M 0.05%
200,427
+60,131
157
$4.07M 0.05%
68,340
-15,992
158
$3.75M 0.05%
119,875
159
$3.55M 0.04%
81,012
+5,629
160
$3.46M 0.04%
160,875
+6,800
161
$3.32M 0.04%
+19,854
162
$3.27M 0.04%
209,606
+50,059
163
$3.2M 0.04%
+70,487
164
$3.02M 0.04%
84,320
-366,120
165
$2.97M 0.04%
+51,815
166
$2.9M 0.04%
219,554
+49,644
167
$2.9M 0.04%
+9,392
168
$2.72M 0.03%
252,900
169
$2.71M 0.03%
42,448
+14,669
170
$2.42M 0.03%
76,981
+20,533
171
$2.27M 0.03%
110,150
172
$2.21M 0.03%
36,872
-5,657
173
$1.95M 0.02%
+41,620
174
$1.89M 0.02%
171,025
175
$1.84M 0.02%
+24,272
4 5 6
7
8